Getting Started - Fast

Here are some suggestions for getting up the learning curve quickly. The first few steps below are for all Formotus form creators, regardless of whether you are creating your Formotus digital forms with the Formotus form creator or with Microsoft Office InfoPath.

1. Spend some time exploring the Formotus portal—review each of the pages below.

3. Click on the Create a new form [InfoPath users, skip down for your next steps]:

4. Click on the From scratch and name your Formotus form, fill in Description and Tags if you like, and click the Create Form button.

5. Next, you will see the Formotus form creator open. You will find documentation on all the functionality in our documentation in the Formotus Help Center. Working with Controls is the best place to start as you learn to use the form creator.

6. Prepare to create your form:

a. Set out your paper form for reference.

b. Have a wireless device handy to deploy your form to for testing.

c. Make sure your wireless device can access your organization’s firewall if you plan to test pushing/pulling data from your servers. If your device cannot reach your database, or SharePoint site, you will need to give the device additional permission.

7. If you get blocked, you can refer to the form creator documentation site which includes additional videos.